1,968 Client Strategy jobs in the United States

Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following our acquisition of Mavely, the Everyday Influencer Platform®, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks. Through proprietary performance data, marketing leaders can drive attributable sales and optimize social commerce with our software platform or award-winning services.

Later is founded on two success stories that began in 2014: Mavrck, the industry-leading influencer marketing solution (now Later Influence ), and Later, the best social media management platform (now Later Social ) and first-to-market link in bio tool, Later Link in Bio. In 2024, Mavrck and Later officially joined together as one unified business, with a shared vision: to enable the world to make a living with their creativity.

We're trusted by the top social platforms, with partnerships and integrations with Meta, TikTok, LinkedIn, YouTube, and Pinterest.

We enable marketers to create high-performing content and engage in authentic collaborations with creators to reach new audiences, drive engagement, and generate predictable ROI.

About this position:

The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts. This individual will collaborate closely with the strategy, sales, account management, services, marketing, and product teams to maximize the outcomes accounts can achieve with their strategy. The primary measure of success for the role will be direct and indirect revenue impact driven by accounts that receive strategy support.

What you'll be doing:

• Influencer Strategy Creation: Craft outcome-driven strategies for existing and prospective accounts seeking to maximize their ROI when using Later for influencer marketing and social media marketing
• New Business Proposal Support: Collaborate with Sales to create compelling new business proposals that include thoughtful research, insights, creative campaign concepts, curated creator examples, and outcome expectations
• Strategic Business Review Support: Collaborate with Account Management and services to prepare Strategic Business Reviews (SBRs) for Accounts paying Later $50,000 or more per year
• Industry Best Practices: Build and maintain best practices for doing influencer marketing and social media marketing for a variety of dimensions, including but not limited to industry vertical, social platform type, and marketing objective
• Industry Benchmarks: Build and maintain industry performance benchmarks (e.g. CPE, CPM, Engagement Rate, etc) by industry vertical and social platform type, and use when crafting strategies, proposals and SBRs
• Cross-Functional Collaboration: Effectively collaborate with internal teams, including the strategy, sales, account management, services, marketing, and product teams, to ensure alignment on account strategies, best practices, and benchmarks.
• Continuous Learning and Development: Stay abreast of industry trends, best practices, and emerging technologies to enhance skills and expertise continuously.

We are committed to building an inclusive, supportive place for you to do the best and most rewarding work of your career. If you identify with any of the following, we encourage you to apply!

• Bachelor's degree in Business Administration, Marketing, or related field.
• Expert-level working knowledge of the Influencer Marketing and Social Media Marketing landscape with 5+ years of experience required.
• Passion for the creator economy and connecting marketers and creators
• Proven track record of success in influencer strategy creation and delivery for enterprise-grade B2C consumer brands.
• Excellent project management and cross-functional coordination skills.
• Excellent customer-facing communication, presentation, and storytelling skills.
• Ability to work effectively in a fast-paced, dynamic environment with cross-functional teams.
• Strategic and creative thinker with a customer-centric mindset and a results-oriented approach.
• Proficiency in CRM software (e.g., Salesforce) and collaboration software (GSuite, Slack, Zoom) is required.
• Proficiency in Influencer Marketing, Social Media Management, and Affiliate Marketing software is required.
• Proficiency in paid social advertising is a plus.

How you work:

• You're proactive and results-driven, always taking initiative, aligning your actions with company goals, and delivering consistent outcomes.
• Strategic and forward-thinking, you balance immediate needs with long-term opportunities to drive impactful, innovative results.
• Your curiosity fuels success, keeping you sharp on industry trends, competition, and our cross-functional business dynamics.
• Adaptable and resourceful, you handle shifting priorities with ease, manage your time effectively, and know when to ask for support.
• You share insights to help the team stay ahead and make informed decisions.
• You bring positivity and resilience to every challenge, tackling obstacles with grit and optimism that inspires those around you.
• You lead with emotional intelligence, building trust, supporting others, encouraging growth, and fostering strong relationships through empathy and collaboration.

Our approach to compensation:

We take a market-based & data-driven approach to compensation. We leverage data from trusted third-party compensation sources to help us understand the market value of a role based on function, level, geographic location, and scope. We evaluate compensation bi-annually, including performance and market-related factors.

Our salaries are benchmarked against market Total Cash Compensation for the geographic location of our job posting. Compensation for some roles is structured as On Target Earnings (OTE = base + commission/variable) while for others it is structured as Salary only.

To comply with local legislation and ensure transparency, we share salary ranges on all job postings. Skills, experience and other factors help determine the final salary we offer which may vary from the original range posted.

Additionally, all permanent team members are eligible to participate in various benefits plans as part of their overall compensation package.

Salary Range:

$145,000 - 160,000 USD OTE

#LI-Hybrid

Where we work

We have offices in Boston, MA; Vancouver, BC; Chicago, IL; and Vancouver, WA. For select positions, we are open to hiring fully remote candidates. We post our positions in the location(s) where we are open to having the successful candidate be located.

Diversity, inclusion, and accessibility

At Later, we are committed to fostering a culture rooted in an inclusion-first mindset at every level of the company, embracing the importance of hiring and building teams for culture add rather than culture fit . We openly build and maintain unbiased hiring, pay, and promotion practices to create a foundation for an equitable workplace, paving the way for systemic change.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer . All applications will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, national origin, disability, or age. Please let us know if you require any accommodations or support during the recruitment process.

Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following our acquisition of Mavely, the Everyday Influencer Platform®, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks. Through proprietary performance data, marketing leaders can drive attributable sales and optimize social commerce with our software platform or award-winning services.

Later is founded on two success stories that began in 2014: Mavrck, the industry-leading influencer marketing solution (now Later Influence ), and Later, the best social media management platform (now Later Social ) and first-to-market link in bio tool, Later Link in Bio. In 2024, Mavrck and Later officially joined together as one unified business, with a shared vision: to enable the world to make a living with their creativity.

We're trusted by the top social platforms, with partnerships and integrations with Meta, TikTok, LinkedIn, YouTube, and Pinterest.

We enable marketers to create high-performing content and engage in authentic collaborations with creators to reach new audiences, drive engagement, and generate predictable ROI.

About this position:

The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts. This individual will collaborate closely with the strategy, sales, account management, services, marketing, and product teams to maximize the outcomes accounts can achieve with their strategy. The primary measure of success for the role will be direct and indirect revenue impact driven by accounts that receive strategy support.

What you'll be doing:

• Influencer Strategy Creation: Craft outcome-driven strategies for existing and prospective accounts seeking to maximize their ROI when using Later for influencer marketing and social media marketing
• New Business Proposal Support: Collaborate with Sales to create compelling new business proposals that include thoughtful research, insights, creative campaign concepts, curated creator examples, and outcome expectations
• Strategic Business Review Support: Collaborate with Account Management and services to prepare Strategic Business Reviews (SBRs) for Accounts paying Later $50,000 or more per year
• Industry Best Practices: Build and maintain best practices for doing influencer marketing and social media marketing for a variety of dimensions, including but not limited to industry vertical, social platform type, and marketing objective
• Industry Benchmarks: Build and maintain industry performance benchmarks (e.g. CPE, CPM, Engagement Rate, etc) by industry vertical and social platform type, and use when crafting strategies, proposals and SBRs
• Cross-Functional Collaboration: Effectively collaborate with internal teams, including the strategy, sales, account management, services, marketing, and product teams, to ensure alignment on account strategies, best practices, and benchmarks.
• Continuous Learning and Development: Stay abreast of industry trends, best practices, and emerging technologies to enhance skills and expertise continuously.

We are committed to building an inclusive, supportive place for you to do the best and most rewarding work of your career. If you identify with any of the following, we encourage you to apply!

• Bachelor's degree in Business Administration, Marketing, or related field.
• Expert-level working knowledge of the Influencer Marketing and Social Media Marketing landscape with 5+ years of experience required.
• Passion for the creator economy and connecting marketers and creators
• Proven track record of success in influencer strategy creation and delivery for enterprise-grade B2C consumer brands.
• Excellent project management and cross-functional coordination skills.
• Excellent customer-facing communication, presentation, and storytelling skills.
• Ability to work effectively in a fast-paced, dynamic environment with cross-functional teams.
• Strategic and creative thinker with a customer-centric mindset and a results-oriented approach.
• Proficiency in CRM software (e.g., Salesforce) and collaboration software (GSuite, Slack, Zoom) is required.
• Proficiency in Influencer Marketing, Social Media Management, and Affiliate Marketing software is required.
• Proficiency in paid social advertising is a plus.

How you work:

• You're proactive and results-driven, always taking initiative, aligning your actions with company goals, and delivering consistent outcomes.
• Strategic and forward-thinking, you balance immediate needs with long-term opportunities to drive impactful, innovative results.
• Your curiosity fuels success, keeping you sharp on industry trends, competition, and our cross-functional business dynamics.
• Adaptable and resourceful, you handle shifting priorities with ease, manage your time effectively, and know when to ask for support.
• You share insights to help the team stay ahead and make informed decisions.
• You bring positivity and resilience to every challenge, tackling obstacles with grit and optimism that inspires those around you.
• You lead with emotional intelligence, building trust, supporting others, encouraging growth, and fostering strong relationships through empathy and collaboration.

Our approach to compensation:

We take a market-based & data-driven approach to compensation. We leverage data from trusted third-party compensation sources to help us understand the market value of a role based on function, level, geographic location, and scope. We evaluate compensation bi-annually, including performance and market-related factors.

Our salaries are benchmarked against market Total Cash Compensation for the geographic location of our job posting. Compensation for some roles is structured as On Target Earnings (OTE = base + commission/variable) while for others it is structured as Salary only.

To comply with local legislation and ensure transparency, we share salary ranges on all job postings. Skills, experience and other factors help determine the final salary we offer which may vary from the original range posted.

Additionally, all permanent team members are eligible to participate in various benefits plans as part of their overall compensation package.

Salary Range:

$145,000 - 160,000 USD OTE

#LI-Hybrid

Where we work

We have offices in Boston, MA; Vancouver, BC; Chicago, IL; and Vancouver, WA. For select positions, we are open to hiring fully remote candidates. We post our positions in the location(s) where we are open to having the successful candidate be located.

Diversity, inclusion, and accessibility

At Later, we are committed to fostering a culture rooted in an inclusion-first mindset at every level of the company, embracing the importance of hiring and building teams for culture add rather than culture fit . We openly build and maintain unbiased hiring, pay, and promotion practices to create a foundation for an equitable workplace, paving the way for systemic change.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer . All applications will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, national origin, disability, or age. Please let us know if you require any accommodations or support during the recruitment process.

Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following our acquisition of Mavely, the Everyday Influencer Platform®, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks. Through proprietary performance data, marketing leaders can drive attributable sales and optimize social commerce with our software platform or award-winning services.

Later is founded on two success stories that began in 2014: Mavrck, the industry-leading influencer marketing solution (now Later Influence ), and Later, the best social media management platform (now Later Social ) and first-to-market link in bio tool, Later Link in Bio. In 2024, Mavrck and Later officially joined together as one unified business, with a shared vision: to enable the world to make a living with their creativity.

We're trusted by the top social platforms, with partnerships and integrations with Meta, TikTok, LinkedIn, YouTube, and Pinterest.

We enable marketers to create high-performing content and engage in authentic collaborations with creators to reach new audiences, drive engagement, and generate predictable ROI.

About this position:

The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts. This individual will collaborate closely with the strategy, sales, account management, services, marketing, and product teams to maximize the outcomes accounts can achieve with their strategy. The primary measure of success for the role will be direct and indirect revenue impact driven by accounts that receive strategy support.

What you'll be doing:

• Influencer Strategy Creation: Craft outcome-driven strategies for existing and prospective accounts seeking to maximize their ROI when using Later for influencer marketing and social media marketing
• New Business Proposal Support: Collaborate with Sales to create compelling new business proposals that include thoughtful research, insights, creative campaign concepts, curated creator examples, and outcome expectations
• Strategic Business Review Support: Collaborate with Account Management and services to prepare Strategic Business Reviews (SBRs) for Accounts paying Later $50,000 or more per year
• Industry Best Practices: Build and maintain best practices for doing influencer marketing and social media marketing for a variety of dimensions, including but not limited to industry vertical, social platform type, and marketing objective
• Industry Benchmarks: Build and maintain industry performance benchmarks (e.g. CPE, CPM, Engagement Rate, etc) by industry vertical and social platform type, and use when crafting strategies, proposals and SBRs
• Cross-Functional Collaboration: Effectively collaborate with internal teams, including the strategy, sales, account management, services, marketing, and product teams, to ensure alignment on account strategies, best practices, and benchmarks.
• Continuous Learning and Development: Stay abreast of industry trends, best practices, and emerging technologies to enhance skills and expertise continuously.

We are committed to building an inclusive, supportive place for you to do the best and most rewarding work of your career. If you identify with any of the following, we encourage you to apply!

• Bachelor's degree in Business Administration, Marketing, or related field.
• Expert-level working knowledge of the Influencer Marketing and Social Media Marketing landscape with 5+ years of experience required.
• Passion for the creator economy and connecting marketers and creators
• Proven track record of success in influencer strategy creation and delivery for enterprise-grade B2C consumer brands.
• Excellent project management and cross-functional coordination skills.
• Excellent customer-facing communication, presentation, and storytelling skills.
• Ability to work effectively in a fast-paced, dynamic environment with cross-functional teams.
• Strategic and creative thinker with a customer-centric mindset and a results-oriented approach.
• Proficiency in CRM software (e.g., Salesforce) and collaboration software (GSuite, Slack, Zoom) is required.
• Proficiency in Influencer Marketing, Social Media Management, and Affiliate Marketing software is required.
• Proficiency in paid social advertising is a plus.

How you work:

• You're proactive and results-driven, always taking initiative, aligning your actions with company goals, and delivering consistent outcomes.
• Strategic and forward-thinking, you balance immediate needs with long-term opportunities to drive impactful, innovative results.
• Your curiosity fuels success, keeping you sharp on industry trends, competition, and our cross-functional business dynamics.
• Adaptable and resourceful, you handle shifting priorities with ease, manage your time effectively, and know when to ask for support.
• You share insights to help the team stay ahead and make informed decisions.
• You bring positivity and resilience to every challenge, tackling obstacles with grit and optimism that inspires those around you.
• You lead with emotional intelligence, building trust, supporting others, encouraging growth, and fostering strong relationships through empathy and collaboration.

Our approach to compensation:

We take a market-based & data-driven approach to compensation. We leverage data from trusted third-party compensation sources to help us understand the market value of a role based on function, level, geographic location, and scope. We evaluate compensation bi-annually, including performance and market-related factors.

Our salaries are benchmarked against market Total Cash Compensation for the geographic location of our job posting. Compensation for some roles is structured as On Target Earnings (OTE = base + commission/variable) while for others it is structured as Salary only.

To comply with local legislation and ensure transparency, we share salary ranges on all job postings. Skills, experience and other factors help determine the final salary we offer which may vary from the original range posted.

Additionally, all permanent team members are eligible to participate in various benefits plans as part of their overall compensation package.

Salary Range:

$145,000 - 160,000 USD OTE

#LI-Remote

Where we work

We have offices in Boston, MA; Vancouver, BC; Chicago, IL; and Vancouver, WA. For select positions, we are open to hiring fully remote candidates. We post our positions in the location(s) where we are open to having the successful candidate be located.

Diversity, inclusion, and accessibility

At Later, we are committed to fostering a culture rooted in an inclusion-first mindset at every level of the company, embracing the importance of hiring and building teams for culture add rather than culture fit . We openly build and maintain unbiased hiring, pay, and promotion practices to create a foundation for an equitable workplace, paving the way for systemic change.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer . All applications will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, national origin, disability, or age. Please let us know if you require any accommodations or support during the recruitment process.

3 days ago Be among the first 25 applicants

Senior CPA - Client-Focused Financial Strategist

Executive Summary

This project seeks to identify and onboard a successor for a distinguished CPA firm, with the goal of ensuring seamless continuity of service, maintaining long-term client relationships, and upholding the firms legacy. The individual hired for this role will not only lead day-to-day operations but will also transition into ownership of the business, acquiring it from the founding family. This role is ideal for a candidate with a long-term vision, entrepreneurial spirit, and a commitment to building and nurturing client relationships across generations.

Background and Context

The firm is recognized for its exceptional client service, holistic financial strategies, and personalized approach to tax planning and bookkeeping. Over decades, Richard, the current principal CPA, has built strong, multi-generational relationships with clients, going beyond traditional CPA duties to provide unparalleled care and insight. His approach includes:

• Collaborating with wealth managers to align client financial strategies.
• Conducting proactive year-end planning to optimize client tax positions.
• Offering hands-on support for tasks such as tax registrations and compliance.
• Serving as a trusted advisor who deeply understands each clients financial landscape.

With the CEO, at some point, exiting the business, this transition presents a unique opportunity for a CPA to step into a leadership role, assume ownership, and continue the firms mission of providing client-focused service.

Role Requirements

The successor will begin as a Senior CPA, working closely with Richard to understand the firms operations, client base, and legacy of excellence. Over time, the individual will assume ownership, acquiring the firm upon the eventual exit of Richard. This requires a candidate who is:

• Trustworthy and Committed: The role is for someone prepared to build a long-term career with the firm, ensuring continuity for clients tax needs.
• Entrepreneurial: The candidate must demonstrate the vision and initiative to sustain and grow the business, retaining existing clients and attracting new ones.
• Relationship-Oriented: Maintaining and expanding the firms multi-generational client base requires a personable, proactive approach to relationship-building.

Opportunity Overview

• Legacy and Client Trust:
• The incoming CPA will inherit a well-established client base, many of whom have relied on the firm for decades. These relationships extend to future generations of clients, offering a unique foundation for long-term business stability.
• Transition and Mentorship:
• The candidate will work alongside Richard during a transition period, gaining valuable insights into the firms operations, clients, and ethos. This mentorship will ensure the successor is well-prepared to lead the business.
• Ownership and Growth Potential:
• The opportunity to acquire the firm provides a clear path to ownership. The successor will have the autonomy to run the business while maintaining its client-focused mission and exploring growth opportunities.

Key Candidate Attributes

The ideal candidate will possess:

• A CPA license with significant experience in tax planning and client advisory.
• A demonstrated ability to build trust and nurture long-term client relationships.
• A proactive mindset, asking the right questions to uncover client needs and provide tailored solutions.
• Strong technical skills in QuickBooks, Excel, and tax preparation software such as Lacerte.
• An entrepreneurial spirit, ready to take ownership of the firm and expand its services.
• A commitment to upholding the firms legacy and providing multi-generational service to its clients.

Conclusion

This project is a pivotal step in preserving the legacy of a firm that has consistently delivered exceptional service to its clients. The chosen candidate will not only succeed Richard but also carry forward the relationships and trust he has built, ensuring the firms success for years to come. This is an unparalleled opportunity for a dedicated CPA to lead a thriving business, make a lasting impact, and secure a future of professional and personal growth through ownership of the firm.

Job Description

Position Title: Senior CPA - Client-Focused Financial Strategist

Responsibilities:

1. Client Relationships:

- Take ownership of client relationships, ensuring trust and satisfaction.

- Build long-term relationships by asking insightful questions and proactively addressing client needs.

- Contact clients regularly with a personable and professional approach.

- Approach work with an entrepreneurial spirit, seeking creative and customized solutions to client challenges.

- Avoid the "checklist" mindset typical of traditional CPAs, focusing instead on creating meaningful client interactions and outcomes.

3. Client-Centric Approach:

- Go above and beyond for long-term clients to foster loyalty and satisfaction.

- Provide proactive year-end planning and adjust strategies based on client feedback.

- Prepare and oversee tax filings, financial statements, and bookkeeping with attention to detail and strategic insight.

- Ensure bookkeeping and tax preparation align with the firms holistic, client-focused standards.

Needed Skills

- Relationship-building expertise, with the ability to own and develop client relationships over time.

- Personable communication skills for contacting clients and guiding discussions.

- Entrepreneurial mindset to approach client challenges creatively and proactively.

- Flexibility to adapt to the firms high-touch, client-focused methodology.

- Advanced proficiency in:

- Tax preparation software (e.g., Lacerte).

- QuickBooks and Excel (with a preference for advanced skills).

- Strong analytical abilities for variance analysis and report interpretation.

- Exceptional communication skills (written and verbal).

- Deep understanding of business entity structuring and tax laws.

Background

- CPA certification required, with several years of experience in tax planning and preparation.

- Proven ability to manage complex bookkeeping and financial analysis tasks.

- Experience in a client-facing role, demonstrating strong interpersonal and problem-solving skills.

- Enthusiasm for holistic financial planning and helping clients save money creatively.

- Familiarity with corporate bookkeeping and financial statement preparation.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Accounting/Auditing and Finance
• Industries Staffing and Recruiting

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Associate, Client Strategy & Design, Bloomberg Live Experiences
Location
New York
Business Area
News and Media
Ref #
10044667
**Description & Requirements**
Bloomberg LP has built a significant media business spanning television, digital, magazine, radio and live event platforms across the globe. In the midst of a historic time in the media industry, Bloomberg Media is growing its global footprint and reach through new innovations.
Bloomberg Live Experiences (BLE) delivers compelling, news-making convenings that harness the power of our global, wide-reaching newsroom and enable our premium audiences with the actionable insights and meaningful connections they need to succeed in work and in life.
BLE currently hosts two Forums: Bloomberg New Economy Forum and Qatar Economic Forum. These convenings are BLE's largest newsmaking events - bringing together communities of global leaders from the public and private sectors to collaborate on some of the most pressing issues facing the world today. Today, BLE Forums are at an exciting point in their growth - expanding beyond just single points in time and transforming into always-on platforms for dialogue and discourse.
THE ROLE:
Bloomberg Media has an exciting role for an experienced client marketer and strategist to join the BLE team. This individual will own the development of event product sales materials - building strategic go-to-market narratives and creating strategic client proposals with a focus on BLE Forums. The role will partner with sales, strategy, client experience, marketing, production, editorial and more to develop compelling solutions to drive sponsorships across BLE. This position will be based at Bloomberg's New York headquarters and report into the Executive Director, Commercial Strategy & Partnerships, Forums.
WE'LL TRUST YOU TO:
+ Build compelling sales collateral - including, but not limited to, Go-To-Market (GTM) presentations, proposals, and one sheets
+ Help build the commercial narrative and framing for BLE Forums - putting thought and strategy into how stories come to life in our materials and how they are voiced over when presented
+ Develop thoughtful, strategic, and compelling event proposals that deliver against client metrics.
+ Research client thought-leadership and business objectives - understanding the business priorities for our current and future clients
+ Creatively design sales collateral and ensure that all materials are visually compelling
+ Work cross-functionally across BLE (Editorial, Production, Marketing, Community Innovation etc.) to build ideas and thought-leadership that meet internal and external objectives
+ Ideate and collaborate with teams throughout Bloomberg Media (Sales, Media Studios, Strategy, Product marketing) and fold ideation into proposals and GTM materials
+ Support the build-out of multi-channel products and offerings within BLE
+ Participate in internal brainstorms - contribute new and exciting ideas to conversations
+ Take notes and coordinate follow-ups from meetings - manage information coming in from various teams and sure that timelines are maintained and deadlines are hit
+ Support with development of client kick-off decks, sponsor guidebooks and post event reports
+ Working on commercial packaging, pricing, and products for BLE
+ Monitor competitive environment and stay informed about the media and event landscape as well as new product offerings
+ Maintain hygiene of collateral on shared drive
+ Be Ambitious. Be Generous and lead by example - be a collaborative colleague, specifically when working with cross-functional teams.
YOU'LL NEED TO HAVE:
+ Bachelor's Degree, 4-8 years of experience in developing best-in-class marketing proposals and sales collateral - preferably at a media organization
+ Be a visual storyteller; build decks that flow and tell a clear, concise story and look beautiful
+ A strong eye for design and the ability to craft highly-visual materials
+ Impressive writing skills with ability to distill sophisticated ideas into simple sentences
+ Outstanding attention to detail
+ Strong communication and presentation skills
+ The ability to work in a fast-paced, dynamic environment
+ A strong commercial approach. Sales experience is a plus.
+ Exceptional time management skills with the ability to meet tight deadlines
+ An understanding of live events and the media landscape
Salary Range = 1000 - 115000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email

Company Description

Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients' brands, and to buy more products and services from them.

Balancing the nimble spirit of a startup with the powerhouse soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of a global leader, bringing the heat to challenger brands that want to act like giants, and to giant brands that want to act like challengers.

With a bottom-up culture that celebrates diversity and aims for all voices to be heard, Spark has become a magnet for the industry's best talent, with one of the best retention rates in the industry. And by applying a whole-person approach to professional and personal development, Spark develops a workforce that is well prepared for today's challenges, and also poised to create meaningful careers in the years to come.

Because we know that heat arises the intersection of complementary forces, our professionals come from myriad disciplines and backgrounds: data, analytics, and insights, content and creative production, communications and strategy, finance and marketing, and sociology, psychology, and other liberal arts disciplines.

Overview

The Senior Analyst, Data Architecture role with Spark Foundry is an excellent opportunity for someone looking to further advance their skillset in the field of data-driven Digital Marketing. This will be a data-focused role that involves working with clients on data strategy, data onboarding, and data insights. You'll also work internally with operations, analysts and client teams. The Senior Analyst is responsible for discussing data strategies and data platform implementations with clients, leading data targeting and optimization strategies across assigned accounts, and working internally with the activation teams to make sure the data strategies are implemented properly.

This is a client-facing role and you will be expected to communicate technical concepts to your assigned client(s) and to ensure account success and customer satisfaction. You will also be expected to learn the capabilities of multiple DSP, CDP, and Identify Resolution platforms, attend training sessions with numerous vendors, and internally communicate to their strengths and weaknesses.

Responsibilities

• Manage data strategy for advertising clients, communicating strategies/recommendations to clients using a consultative approach
• Work with data and adtech partners and manage day-to-day onboarding of client data
• Leverage data to assess, diagnose, and prescribe campaign optimizations to exceed client expectations
• Extract insights from data and effectively communicate to clients in relation to their goals and objectives; share results from audience analytics reports with clients when available
• Actively attend training sessions with various vendors and inquire about data and platform capabilities
• Develop and present Audience and Data 101 presentations to clients
• Assist in the development of client-facing materials, including data presentations and audience performance reports
• Develop a strong overall understanding of the client's business objective and demonstrate through campaign results how data targeting can help them achieve their business goals
• Participate in team meetings and knowledge sessions to share new strategies for targeting campaigns and to provide feedback on platform and data performance

Qualifications

• The ideal candidate will have at least 2 years of prior digital advertising experience in a client services capacity with hands-on knowledge of the DSP/CDP/Identity Resolution landscape, as well as a passion for data-driven advertising and insights.
• Experience managing Online Display, Video and Mobile campaigns, as well as knowledge of Ad Tech platforms
• Understanding and experience with DSPs, CDPs, 3rd Party data, pixels and Ad Servers
• Familiarity with customer acquisition goals and optimizing to CPA, CTR, Completion Rate, etc.
• Strong analytical skills, technical know-how, and strategic thinking
• Excellent interpersonal, verbal, and written communications skills
• Strong attention to detail and the ability to follow projects through to completion
• Ability to communicate technical concepts to a non-technical audience
• Proficiency in Microsoft Office solutions
• Highly organized with attention to detail

Additional Information

This is a hybrid role, requiring three days in-office each week. If you are contacted for an interview, your recruiter will discuss specifics with you, inclusive of any necessary reasonable accommodations.

If you require accommodation or assistance with the application or onboarding process specifically, please contact

All your information will be kept confidential according to EEO guidelines.

Compensation Range: $72,390 - $109,480 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 02/17/2025.

23-9964

Cigna Pharmacy is seeking a dynamic and strategic leader to serve as Managing Director of Sales & Client Strategy. This role is responsible for driving client acquisition and retention strategies across Cigna's U.S. Commercial buying groups, managing broker relations, leading competitive intelligence efforts, and overseeing pharmacy sales and account management for large employer accounts. Key responsibilities include:

• Developing market-driven strategies in collaboration with key internal stakeholders.

• Leading a team focused on competitive analysis, pricing strategy, and growth initiatives.

• Managing the Producer Relations Team to strengthen partnerships with consultants and brokers.

• Overseeing sales and account management for large employer clients, ensuring exceptional service and strategic consultation.

• This highly visible role requires strong executive presence, deep industry relationships, and the ability to influence across a complex stakeholder landscape.

RESPONSIBILITIES:

• Lead Cigna Pharmacy's broker relations, large employer accounts business development, and pharmacy sales strategy, driving growth and retention across diverse markets and funding types.

• Partner with executive leadership across Pharmacy and U.S. Commercial to align on integrated sales strategies, client acquisition, and retention initiatives.

• Build and deepen strategic relationships with national pharmacy consultants and brokerage firms, developing firm-specific engagement roadmaps to expand influence and optimize the client buying journey.

• Direct a team of pharmacy strategy specialists to identify and execute high-impact initiatives that support net new client growth, persistency, and product penetration.

• Collaborate with underwriting, proposals, legal, marketing, and account management teams to streamline deal strategy, simplify contracting, and enhance the sales and renewal experience.

• Leverage national sales teams to drive integrated medical and pharmacy growth, including carve-in strategies for key buying groups.

• Champion cross-functional collaboration with Evernorth and U.S. Commercial Consultant Relations teams to ensure cohesive execution of shared goals.

• Maintain oversight of business performance metrics, including market trends, producer productivity, and buying group effectiveness, aligned with KPIs and strategic objectives.

• Provide executive leadership on special projects that fall outside traditional structures, fostering innovation and enterprise-wide problem-solving.

• Create and implement scalable processes to improve operational efficiency and support long-term strategic goals.

• 30-40% travel

REQUIRED SKILLS:

• Bachelor's degree preferred; advanced degree or PharmD highly desired.

• Seasoned, respected leader with a minimum of 10+ years of experience in healthcare and or pharmacy benefit management industry.

• Deep experience and documented success driving mutually beneficial business development efforts with clients and producers.

• Strategic thinker with a track record for developing business strategies and creating innovative, yet profitable and scalable solutions to difficult problems.

• Strong presentation and communication skills with an ability to interact at all levels of leadership, with technical experts, and with external clients and partners.

• Demonstrated ability to drive, influence and problem-solve to conclusion across enterprise businesses and teams.

• Detailed understanding of pharmacy pricing deal structures as well as supply chain economics gained by work experience at a healthcare/pharmacy benefit management or consulting organization.

• Strong analytical / problem solving, organizational and process improvement skills.

• Business process mapping skills.

• Strong relationship building skills, with an ability to build trusted, productive partnerships between business leaders and internal/external partners is a must.

• Agility in dealing with a constantly changing business environment and areas of ambiguity.

• Strong leadership competencies and a documented track record of success leading diverse, multi-disciplinary teams.

• Strong work ethic and a high drive and focus. Demonstrate optimism and determination when facing challenges.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

For this position, we anticipate offering an annual salary of 224,200 - 373,600 USD / yearly, depending on relevant factors, including experience and geographic location.

This role is also anticipated to be eligible to participate in an annual bonus and long term incentive plan.

We want you to be healthy, balanced, and feel secure. That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you'll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .

About Cigna Healthcare

Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.

Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

If you require reasonable accommodation in completing the online application process, please email: for support. Do not email for an update on your application or to provide your resume as you will not receive a response.

The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.

Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

Join to apply for the Manager, Investor & Client Data Strategy role at HarbourVest Partners

3 weeks ago Be among the first 25 applicants

Join to apply for the Manager, Investor & Client Data Strategy role at HarbourVest Partners

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment thats marked by low turnover and high energy, youll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.

The Manager, Investor & Client Data Strategy will play a critical role in developing & implementing the strategy and plan for improving Investor & Client data across the firm. The individual in this position will work closely with multiple internal & external teams - Investor Relations, Wealth Distribution, Investor Services, Marketing, Compliance, IT, external fund administrators, and data & technology vendors - to develop a sustainable & scalable data model meets the needs of those businesses. This individual will also be responsible for developing and implementing a data governance framework to ensure that our data is accurate, complete, and up-to-date. We are seeking a strategic, organized individual passionate about crafting data & tech solutions for a global private equity firm.

The ideal candidate is someone who has:

• Proven success in developing & implementing data models, tools, and technologies at a financial services firm with sophisticated distribution & fund administration models.
• Proficiency in CRM systems (Salesforce, eFront), data modeling & architecture (Azure, Snowflake), master data management (Profisee), data analysis (Python, SQL, Excel), and unifying data across multiple systems & vendors.
• Experience developing & implementing data governance frameworks including operating models, data quality scorecards, data validation rules, and data dictionaries.
  
  

What you will do:

• Data Modeling & Management - Develop and implement an Investor & Client data model that meets the business needs (Institutional and Wealth) by bringing data together across multiple systems & sources, mastering that data, and providing high quality data to the right systems in a consistent manner. Ensure that data related to clients, investors, third parties, contacts, contact roles, investor subscriptions, and capital commitments is accurate, complete, and consistently updated. Coordinate with internal partners to ensure that data initiatives are aligned with firm-wide objectives.
• Data Integration & Technology - Oversee the collection, maintenance, and accuracy of client and investor data across various platforms (Salesforce, 2nd party administrators, 3rd party data vendors). Ensure that data flows smoothly between Salesforce, eFront, Azure, Power BI, and other relevant platforms. Collaborate with IT and data analytics teams to integrate new tools and systems for improved data management and reporting processes.
• Client and Investor Reporting & Analytics - Enhance client insights for client-facing teams by supporting the development of client & investor reporting and tools (ex: Client 360) in Salesforce and Power BI to enhance client relationships.
• Process Optimization - Identify areas for improvement in data workflows and implement process improvements to increase efficiency and reduce manual errors. Establish and maintain standard operating procedures for data entry, data maintenance, and reporting.
• Compliance & Quality Control - Ensure all client and investor data is in compliance with regulatory standards (AML, KYC), firm policies, and data privacy guidelines (GDPR, CCPA). Supervise and conduct regular data quality checks to identify and rectify discrepancies or inconsistencies including the development of data quality rules and scorecards.
• Partner Communications - Coordinate and influence internal teams and external partners to ensure all data requirements are met. Provide timely and accurate responses to internal inquiries regarding client & investor data.
  
  

What you bring:

• Experience in automating data input & analysis processes and reporting.
• Familiarity with data visualization tools such as Salesforce, CRM-A, Power BI, Tableau, or similar.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong quantitative, analytical, and problem-solving skills.
• Outstanding ability to maintain order and focus on details.
• Proficient in conveying information accurately through written and verbal means.
• A great teammate with the ability to collaborate across departments.
• Has shown success in financial services, especially private equity and wealth distribution, is highly preferred.
  
  

Education Preferred:

• Bachelors degree in Business, Finance, Economics, Data, Technology, or an equivalent. Masters degree or equivalent experience preferred.
  
  

Experience:

• 8+ years of experience in data management, financial services, or private equity -preferably in a data and/or technology strategy role.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function General Business, Management, and Business Development
• Industries Venture Capital and Private Equity Principals

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